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Philadelphia Financial Management of San Francisco’s UWM Holdings UWMC Stock Holding History

Philadelphia Financial Management of San Francisco’s Portfolio UWMC Stock Details UWMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,558,279
Closed -$21.8M – 61
2024
Q3 		$21.8M Buy
+2,558,279
New +$21.6M 3.46% 7

Other funds holding UWMC

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PE
Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Philadelphia Financial Management of San Francisco's UWMC Position: Q4 2024 in Review

Philadelphia Financial Management of San Francisco sold out of UWM Holdings (UWMC) in Q4 2024, closing a stake of 2,558,279 shares — an estimated $21.8M sold.

Philadelphia Financial Management of San Francisco first reported a position in UWMC in Q3 2024 and held it in 1 quarter. The position peaked at $21.8M in Q3 2024. 225 funds tracked by Wall St. Rank hold UWMC as of Q4 2024.

  • Philadelphia Financial Management of San Francisco reported no remaining UWM Holdings position as of Q4 2024 after selling out during the quarter.
  • Philadelphia Financial Management of San Francisco sold 2,558,279 UWM Holdings shares in Q4 2024, an estimated $21.8M.
  • Philadelphia Financial Management of San Francisco first reported a position in UWM Holdings in Q3 2024 and held it in 1 quarter.
  • Philadelphia Financial Management of San Francisco's UWM Holdings position peaked at $21.8M in Q3 2024.
  • 225 funds tracked by Wall St. Rank held UWM Holdings as of Q4 2024.

Based on Philadelphia Financial Management of San Francisco's 13F filing for Q4 2024, filed 14 Feb 2025.